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BACKGROUND An asset management firm that trades a significant number of ETFs was in the process of acquiring another firm which would increase their AUM to $80 billion. The acquired firm traded predominantly derivative securities and needed expertise on how to handle these securities in Eagle Data Management. The client then acquired a second firm
Read Full ArticleMarket and Competitive Analysis for Software Provider
BACKGROUND A well-respected software provider engaged Meradia to help it develop a strategic product and marketing plan aimed at driving future growth and success. Meradia’s investment management expertise, deep industry contacts and focused determination led to a successful project that helped shape the company’s vision and direction. Working collaboratively with the company’s executive leadership team,
Read Full ArticleEnd-to-End Process Evaluation for Service Provider
BACKGROUND A leading global provider of integrated solutions for institutional asset managers engaged Meradia to document operating procedures. As a service vendor to the industry this firm was asked by existing clients, sales prospects and regulatory bodies to provide comprehensive documentation to substantiate business practices as part of due diligence exercises. Existing documentation was fragmented,
Read Full ArticlePricing Data Process Modernization for Investment Advisory Firm
BACKGROUND Meradia’s client, an independently-owned investment advisory firm with over $50 billion AUM, needed to modernize their ability to manage market data, especially pricing data. The firm’s existing data architecture consisted of Excel-based processes to manage, download, review and maintain important market data assets underlying daily positions and portfolio valuations. With continuing growth, the firm
Read Full ArticleScalability and Repeatability for Global Service Provider
BACKGROUND Meradia was retained by a leading global asset servicing company to solve scalability problems arising from the rapid growth of their data warehouse. Expansion of the firm’s data warehouse to meet the influx of new clients and service offerings was complex with the extension of historical data and addition of new functionality. Complicating the
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